Portfolio Analyst
Current- Build interactive financial models to demonstrate portfolio returns factoring in variable inputs such as assets, debt, 60/40 tax rate structure, capital gain/(loss) and interest income/(expense) carryover, and interest rates- Manage debt balance to optimize leverage ratios to increase cash flows while minimizing portfolio volatility via equity derivatives- Lead in creation and presentation of confidential information presentations (CIP) for clients, CFOs, and High Net Worth (HNW) individuals